Services

Your Private CFO® Family Office and HollisWealth offers a full complement of services that help affluent individuals and their families reach and maintain financial independence and enjoy peace of mind.

We specialize in serving successful entrepreneurs and affluent individuals who require responsive service from trusted individuals with the necessary experience and expertise to oversee their financial affairs.

As Your Private CFO®, we explore all aspects of your financial situation, assessing risk and ensuring that you have all the intricate pieces of a comprehensive plan in place—including estate planning, insurance, critical care coverage, and the like. (Some of our clients refer to our job as “doing the worrying for them.”)

To ensure that you receive the high level of attention you deserve from Your Private CFO®, a minimum initial investment of $1,000,000 or more is required. Our services are structured to correspond to three levels of investment—Silver, Gold, and Platinum—and we typically review this fee structure in detail at our first meeting with prospective clients.

Your Private CFO® Family Office and HollisWealth offers a full complement of services that help affluent individuals and their families attain financial independence and enjoy peace of mind. They include: